Cabot Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$41.3M Sell
142,794
-4,773
-3% -$1.37M 4.21% 2
2026
Q1
$37.5M Sell
147,567
-1,558
-1% -$405K 4.31% 1
2025
Q4
$40.5M Sell
149,125
-2,053
-1% -$551K 4.48% 1
2025
Q3
$38.5M Sell
151,178
-565
-0.4% -$128K 4.27% 1
2025
Q2
$31.1M Sell
151,743
-2,840
-2% -$574K 3.7% 1
2025
Q1
$34.3M Sell
154,583
-516
-0.3% -$120K 4.37% 1
2024
Q4
$38.8M Sell
155,099
-4,253
-3% -$1M 4.93% 1
2024
Q3
$37.1M Sell
159,352
-2,363
-1% -$528K 4.64% 1
2024
Q2
$34.1M Sell
161,715
-1,098
-0.7% -$205K 4.46% 1
2024
Q1
$27.9M Buy
162,813
+208
+0.1% +$37.8K 3.65% 1
2023
Q4
$31.3M Sell
162,605
-2,029
-1% -$375K 4.35% 1
2023
Q3
$28.2M Sell
164,634
-174
-0.1% -$31.9K 4.32% 1
2023
Q2
$32M Sell
164,808
-972
-0.6% -$169K 4.77% 1
2023
Q1
$27.3M Sell
165,780
-2,105
-1% -$311K 4.32% 1
2022
Q4
$21.8M Sell
167,885
-16,327
-9% -$2.33M 3.68% 1
2022
Q3
$25.5M Sell
184,212
-1,049
-0.6% -$165K 4.31% 1
2022
Q2
$25.3M Sell
185,261
-138
-0.1% -$20.9K 4.02% 1
2022
Q1
$32.4M Buy
185,399
+134
+0.1% +$22.5K 4.36% 1
2021
Q4
$32.9M Sell
185,265
-466
-0.3% -$73.6K 4.17% 1
2021
Q3
$26.3M Buy
185,731
+2,293
+1% +$338K 3.53% 1
2021
Q2
$25.1M Buy
183,438
+242
+0.1% +$31.4K 3.36% 1
2021
Q1
$22.4M Buy
183,196
+10,476
+6% +$1.34M 3.16% 2
2020
Q4
$22.9M Sell
172,720
-1,172
-0.7% -$141K 3.52% 1
2020
Q3
$20.1M Sell
173,892
-64,120
-27% -$7M 3.66% 2
2020
Q2
$21.7M Sell
238,012
-6,856
-3% -$531K 4.33% 2
2020
Q1
$15.6M Sell
244,868
-15,576
-6% -$1.15M 3.72% 2
2019
Q4
$19.1M Sell
260,444
-5,176
-2% -$333K 3.69% 2
2019
Q3
$14.9M Sell
265,620
-664
-0.2% -$34.7K 3.14% 5
2019
Q2
$13.2M Sell
266,284
-1,328
-0.5% -$64.7K 2.78% 5
2019
Q1
$12.7M Buy
267,612
+3,728
+1% +$158K 2.79% 6
2018
Q4
$10.4M Sell
263,884
-764
-0.3% -$37K 2.54% 8
2018
Q3
$14.9M Sell
264,648
-7,304
-3% -$380K 3.2% 4
2018
Q2
$12.6M Buy
271,952
+880
+0.3% +$39.9K 2.8% 5
2018
Q1
$11.4M Sell
271,072
-7,164
-3% -$308K 2.54% 8
2017
Q4
$11.8M Sell
278,236
-3,896
-1% -$163K 2.55% 6
2017
Q3
$10.9M Sell
282,132
-5,676
-2% -$220K 2.44% 7
2017
Q2
$10.4M Sell
287,808
-4,464
-2% -$165K 2.41% 8
2017
Q1
$10.5M Sell
292,272
-2,460
-0.8% -$81K 2.58% 5
2016
Q4
$8.53M Buy
294,732
+1,996
+0.7% +$56.6K 2.31% 9
2016
Q3
$8.27M Sell
292,736
-64,324
-18% -$1.7M 2.13% 9
2016
Q2
$8.53M Buy
357,060
+52
+0% +$1.29K 2.25% 7
2016
Q1
$9.73M Buy
357,008
+2,172
+0.6% +$54.1K 2.71% 3
2015
Q4
$9.34M Buy
354,836
+2,792
+0.8% +$79.8K 2.39% 5
2015
Q3
$9.71M Buy
352,044
+9,192
+3% +$270K 2.68% 3
2015
Q2
$10.8M Buy
342,852
+836
+0.2% +$26.7K 2.61% 4
2015
Q1
$10.6M Buy
342,016
+4,708
+1% +$142K 2.59% 2
2014
Q4
$9.31M Sell
337,308
-556
-0.2% -$15.1K 2.3% 2
2014
Q3
$8.51M Buy
337,864
+2,192
+0.7% +$53.8K 2.18% 2
2014
Q2
$7.8M Buy
335,672
+142,500
+74% +$3.03M 1.96% 5
2014
Q1
$3.7M Buy
193,172
+9,408
+5% +$179K 0.97% 34
2013
Q4
$3.68M Buy
183,764
+4,424
+2% +$83.6K 0.96% 42
2013
Q3
$3.05M Sell
179,340
-32,760
-15% -$543K 0.92% 49
2013
Q2
$3M Buy
+212,100
New +$3.26M 1.03% 27

Other funds holding AAPL

Cabot Wealth Management's AAPL Position: Q2 2026 in Review

Cabot Wealth Management reduced its Apple (AAPL) stake by 3.2% in Q2 2026, selling an estimated $1.37M and leaving 142,794 shares worth $41.3M. The position accounts for 4.21% of the portfolio, ranked #2.

Cabot Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cabot Wealth Management held 142,794 shares of Apple worth $41.3M as of Q2 2026.
  • Cabot Wealth Management sold 4,773 Apple shares in Q2 2026, an estimated $1.37M.
  • Apple made up 4.21% of Cabot Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Cabot Wealth Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.